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Gemma Schofield

Gemma Schofield

Financial Administrator

Followers of Gemma Schofield1000 followers
location of Gemma SchofieldLeeds, England, United Kingdom

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  • Timeline

  • About me

    Compliance Manager

  • Education

    • Pontefract New College

      2007 - 2009
      A Levels Law

    • Castleford High School

      2001 - 2006
      High School GCSE A-C (13)

    • Leeds Beckett University

      2016 - 2019
      Bachelor’s Degree Law with Finance

  • Experience

    • Leodis Wealth LLP

      Jan 2010 - Apr 2013
      Financial Administrator

    • LifePlanning Solutions

      Apr 2013 - Jun 2014
      Senior Financial Administrator

      Research and completion of suitability reports for adviser. General financial admin duties & support of Adviser/Partner

    • St. James’s Place Wealth Management

      Jun 2014 - May 2015
      Paraplanner

      Para-planning, report writing, research, admin & PA duties

    • Sandringham Financial Partners

      May 2015 - Jun 2016
      Compliance Consultant

      Handling & checking of client files & pre-approval cases to meet rules & regulations of FCA. Scoping & Project work.

    • MOSAAC LIMITED

      Jun 2016 - Sept 2017
      Head of Compliance

      Compliance Manager/Head of Compliance at Mosaac Financial Planning- Whole of market IFA's.

    • Progeny

      Sept 2017 - Apr 2023

      Progeny is a unique framework of coordinated advice and insight. Our Group provides integrated financial and legal solutions for private clients, businesses, family offices and charities.

      • Academy Supervisor

        Mar 2021 - Apr 2023

      • Training and Competence Manager

        Jan 2020 - Mar 2021

      • Compliance Manager at Progeny Wealth

        Sept 2017 - Mar 2021

    • PM+M Solutions for Business LLP

      Apr 2023 - now
      Compliance Manager

  • Licenses & Certifications